The hub for your sales management process

COMMUNICATION

Have clearer conversations

Slack is where everyone, from the CEO to the new AE, comes together to move deals forward. Conversations happen in channels — organized by topic, territory, etc. — so the full context of a deal can be easily seen by everyone.

A sample conversation in Slack

Acme CorpMatt Brewer

Channels

accounts-fogcity

announcements-HQ

announcements-sales-team

competitors-latest

lead-gen

sales-smallbiz-apac

sales-team

sfdc-notifications

triage-sales-ce

Direct Messages

slackbot

Matt Brewer

Zoe Maxwell

Steve Young

Sara Parker

lead-gen

Sara Parker2:33 PMHi @Zoe Maxwell! I recently received 150+ leads, is this a glitch? Seems like way too many.

announcements-sales-team

Q3-goals

“The sales team is very busy and traveling all the time, and Slack is super user-friendly, especially on mobile. Just being able to quickly access documents and communicate with one another is really cutting down on the time it takes to follow up with leads and put together a proposal.”

HANDOFFS

Smoother handoffs, happier customers

You’ve done it. You closed the deal. Congrats! Now make sure your customer receives the care they need. In Slack, information is organized and accessible. So new reps can be seamlessly onboarded, and nothing gets lost in the shuffle.

A sample conversation in Slack

Acme CorpMatt Brewer

Channels

accounts-fogcity

accounts-teathyme

announcements-sales-team

lead-gen

sales-team-internal

sales-to-cs-handoffs

sales-wins

sfdc-notifications

triage-sales-ce

upgrade-requests

Direct Messages

slackbot

Matt Brewer

Arcadio Buendía

Zoe Maxwell

Lee Hao

sales-to-cs-handoffs

Zoe Maxwell1:52 PMThe TeaThyme deal has officially closed! 👏 Now we’re ready to transition the relationship to customer success. @Liza Dawson and I met to discuss handoff. Here’s our game plan for next week’s roll-out meeting

• I will cover the agenda and kick things off• @Liza Dawson will do a quick walkthrough of the roll-out plan• We’ll open the floor for questions and wrap up w/ next steps

👏10🎉14

Suggested
channels

What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department, or whatever makes sense for your company.

for handoffs:

sales-to-cs-handoffs

Coordinate the logistics of handoffs, like timing or contracts

upgrade-requests

Track customers’ billing and plan changes, and follow their implementation

feature-requests

Pass along customer feedback or requests to Engineering and other teams

Suggested
channels

What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department, or whatever makes sense for your company.

for handoffs:

sales-to-cs-handoffs

Coordinate the logistics of handoffs, like timing or contracts

upgrade-requests

Track customers’ billing and plan changes, and follow their implementation

feature-requests

Pass along customer feedback or requests to Engineering and other teams

13%

Overall shorter sales cycle

“Slack has helped promote information sharing across our sales verticals, as well as generally increase access to knowledge across our business.”